Financial Partners Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Financial Partners Capital Management’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-41,609	Closed	-$2.37M	–	88
2017 Q4	$2.37M	Sell	41,609 -856	-2%	-$47.8K	0.44%	62
2017 Q3	$2.29M	Buy	42,465 +2,824	+7%	+$150K	0.44%	60
2017 Q2	$1.98M	Buy	39,641 +6,040	+18%	+$298K	0.41%	59
2017 Q1	$1.61M	Buy	+33,601	New	+$1.55M	0.35%	62

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Partners Capital Management's IEMG Position: Q1 2018 in Review

Financial Partners Capital Management sold out of iShares Core MSCI Emerging Markets ETF (IEMG) in Q1 2018, closing a stake of 41,609 shares — an estimated $2.37M sold.

Financial Partners Capital Management first reported a position in IEMG in Q1 2017 and held it in 4 quarters. The position peaked at $2.37M in Q4 2017. 813 funds tracked by Wall St. Rank hold IEMG as of Q1 2018.

Financial Partners Capital Management reported no remaining iShares Core MSCI Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
Financial Partners Capital Management sold 41,609 iShares Core MSCI Emerging Markets ETF shares in Q1 2018, an estimated $2.37M.
Financial Partners Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q1 2017 and held it in 4 quarters.
Financial Partners Capital Management's iShares Core MSCI Emerging Markets ETF position peaked at $2.37M in Q4 2017.
813 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2018.

Based on Financial Partners Capital Management's 13F filing for Q1 2018, filed 18 May 2018.